PACER FDS TR (QQWZ)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
9
Reporting holders
$29.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $14.2M | 484,022 | 0.00% | 3q | HELD |
| Sigma Planning Corp | $6.6M | 223,852 | 0.17% | 5q | -4.0%-$275.1K |
| Fortis Group Advisors, LLC | $3.5M | 118,231 | 0.56% | new | NEW |
| MBL Wealth, LLC | $3.0M | 101,068 | 0.20% | 2q | +46.1%+$937.9K |
| NWAM LLC | $1.0M | 34,043 | 0.05% | 2q | +141.5%+$586.7K |
| MATHER GROUP, LLC. | $843.0K | 28,664 | 0.01% | 2q | -32.5%-$405.4K |
| MIRAE ASSET SECURITIES (USA) INC. | $489.5K | 16,642 | 0.01% | 5q | -29.0%-$199.8K |
| Tactive Advisors, LLC | $208.0K | 7,072 | 0.05% | 2q | -55.5%-$259.5K |
| Medallion Wealth Advisors, LLC | $24.7K | 841 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $950 | 32,296 | 0.00% | 4q | +100.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $29.8M | 1,014,435 | 2 | 2 | 4 | 0.0% |
| Q1 2026 | 8 | $23.9M | 906,651 | 5 | 3 | 0 | 0.0% |
| Q4 2025 | 4 | $11.8M | 471,455 | 2 | 2 | 0 | 0.0% |
| Q3 2025 | 4 | $7.1M | 286,649 | 1 | 2 | 1 | 0.0% |
| Q2 2025 | 4 | $2.0M | 89,592 | 4 | 0 | 0 | 0.0% |